See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,665 | $42,894+50.8% | $60,874+6.2% | $68,494-5.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -8.70% | -13.98%+5.3pp | 16.90%-25.6pp | -7.84%-0.9pp |
| Employer contribution / active EE | $2,898 | $1,978+46.5% | $2,701+7.3% | $2,596+11.6% |
| Participant deferral / active EE | $3,428 | $2,867+19.6% | $3,817-10.2% | $4,027-14.9% |
| Admin fee / account holder | $4,029 | $3,101+30.0% | $3,224+25.0% | $5,403-25.4% |